EDGE vs VTI

EDGE vs VTI

Which is better, EDGE or VTI?

Nearly the same fund. VTI costs less.

VTI has a lower expense ratio. EDGE led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96.

Lower Fees: VTIHigher Returns: EDGE

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricEDGEVTI
Expense Ratio0.74%0.03%Best
AUM$12M$666.9B
Dividend Yield0.00%1.03%
Holdings63,543
YTD Return+14.02%Best+12.30%
1Y Return+20.96%Best+16.08%
3Y Return (annualized)-+21.01%
5Y Return (annualized)-+12.36%
Volatility (annualized)11.7%Best13.0%
Max Drawdown-20.7%-19.3%Best
$10,000 over 1.7 years$12,991Best$12,804
Fund FamilyMRBL ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJan 21, 2025May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 22, 2025 to Sep 18, 2026 (1.7 years).

EDGE vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.7 years both funds cover.

EDGE vs VTI Performance

MRBL Enhanced Equity ETF (EDGE) is an ETF from MRBL Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year EDGE returned +20.96% while VTI returned +16.08%. Year to date, EDGE is up 14.02% versus a gain of 12.30% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 13.0% compared with 11.7% for EDGE. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -20.7% for EDGE and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

EDGE charges 0.74% per year while VTI charges 0.03%. On a $10,000 position that is $74 vs $3 annually, a gap of $71 per year that compounds over a long holding period. On income, EDGE currently yields 0.00% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 1 holding in EDGE and 3,463 in VTI, totalling 10.6% and 98.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in EDGE and 3,463 in VTI, against full books of 6 and 3,543.

You are not choosing between two funds in isolation.

Whichever of EDGE and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EDGEVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EDGE or VTI?

EDGE has an expense ratio of 0.74% while VTI charges 0.03%. VTI is the cheaper option, by $71 a year on a $10,000 investment.

Which performed better, EDGE or VTI?

Over the past year EDGE returned +20.96% vs +16.08% for VTI, so EDGE leads on 1-year performance. Over the longest common window we track (2 years), EDGE annualized +16.64% vs +15.65% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EDGE or VTI?

VTI has been the more volatile fund at 13.0% annualized versus 11.7% for EDGE. Worst drawdown: EDGE -20.7% vs VTI -19.3%.

Should I hold both EDGE and VTI?

EDGE and VTI have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, EDGE or VTI?

EDGE yields 0.00% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than EDGE?

VTI has a lower expense ratio. EDGE led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. Which one suits a particular account depends on what it is for. This is information, not a recommendation.